FFFEX vs. SCHD
Compare and contrast key facts about Fidelity Freedom 2030 Fund (FFFEX) and Schwab US Dividend Equity ETF (SCHD).
FFFEX is managed by Fidelity. It was launched on Oct 17, 1996. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFFEX or SCHD.
Correlation
The correlation between FFFEX and SCHD is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FFFEX vs. SCHD - Performance Comparison
Key characteristics
FFFEX:
0.61
SCHD:
0.18
FFFEX:
0.93
SCHD:
0.35
FFFEX:
1.12
SCHD:
1.05
FFFEX:
0.49
SCHD:
0.18
FFFEX:
2.84
SCHD:
0.64
FFFEX:
2.44%
SCHD:
4.44%
FFFEX:
11.33%
SCHD:
15.99%
FFFEX:
-49.70%
SCHD:
-33.37%
FFFEX:
-7.53%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, FFFEX achieves a 1.08% return, which is significantly higher than SCHD's -5.19% return. Over the past 10 years, FFFEX has underperformed SCHD with an annualized return of 2.43%, while SCHD has yielded a comparatively higher 10.28% annualized return.
FFFEX
1.08%
-1.00%
-0.89%
7.63%
4.43%
2.43%
SCHD
-5.19%
-7.66%
-7.13%
3.11%
13.15%
10.28%
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FFFEX vs. SCHD - Expense Ratio Comparison
FFFEX has a 0.66% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FFFEX vs. SCHD — Risk-Adjusted Performance Rank
FFFEX
SCHD
FFFEX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund (FFFEX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FFFEX vs. SCHD - Dividend Comparison
FFFEX's dividend yield for the trailing twelve months is around 2.05%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | 2.05% | 2.08% | 1.83% | 2.59% | 2.40% | 1.07% | 1.65% | 1.76% | 1.23% | 1.55% | 4.36% | 8.39% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FFFEX vs. SCHD - Drawdown Comparison
The maximum FFFEX drawdown since its inception was -49.70%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FFFEX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FFFEX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Freedom 2030 Fund (FFFEX) is 7.57%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.20%. This indicates that FFFEX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.